Purchases and Sales Made in Q4 2021 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2021. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.46% |
$1.58K - $2.08K
|
655
$419K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$1.58K - $2.08K
|
22K
$14.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
3+ 0.31% |
$1.58K - $2.08K
|
970
$621K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.22% |
$1.58K - $2.08K
|
1.37K
$878K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3New |
$1.58K - $2.08K
|
3
$1.92K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3+ 0.24% |
$1.58K - $2.08K
|
1.26K
$807K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
3New |
$1.58K - $2.08K
|
3
$1.92K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 8.82% |
$1.58K - $2.08K
|
37
$23.7K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$1.05K - $1.39K
|
2
$1.28K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2+ 0.38% |
$1.05K - $1.39K
|
530
$339K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2New |
$1.05K - $1.39K
|
2
$1.28K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2New |
$1.05K - $1.39K
|
2
$1.28K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2+ 1.74% |
$1.05K - $1.39K
|
117
$74.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$525 - $695
|
576
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
BUY
|
- |
1+ 0.0% |
$525 - $695
|
118K
$75.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1+ 0.13% |
$525 - $695
|
801
$513K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$525 - $695
|
638
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.12% |
$525 - $695
|
804
$515K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1New |
$525 - $695
|
1
$640
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$525 - $695
|
1.71K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$525 - $695
|
901
$577K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.07% |
$525 - $695
|
1.46K
$931K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.06% |
$525 - $695
|
1.8K
$1.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1- 0.21% |
$525 - $695
|
479
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$525 - $695
|
1.91K
$1.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.19% |
$525 - $695
|
514
$329K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.13% |
$525 - $695
|
746
$478K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 7.14% |
$525 - $695
|
13
$8.32K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1- 2.63% |
$525 - $695
|
37
$23.7K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.52% |
$525 - $695
|
190
$122K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 1.3% |
$525 - $695
|
76
$48.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$525 - $695
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$525 - $695
|
1.48K
$945K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2- 0.33% |
$1.05K - $1.39K
|
600
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2- 0.07% |
$1.05K - $1.39K
|
2.98K
$1.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2- 0.21% |
$1.05K - $1.39K
|
944
$604K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3- 7.14% |
$1.58K - $2.08K
|
39
$25K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.08% |
$2.1K - $2.78K
|
4.72K
$3.02M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-5- 7.58% |
$2.63K - $3.47K
|
61
$39K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$2.63K - $3.47K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-5- 0.42% |
$2.63K - $3.47K
|
1.18K
$756K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.47% |
$2.63K - $3.47K
|
1.06K
$679K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 1.36% |
$3.15K - $4.17K
|
435
$278K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-6- 4.44% |
$3.15K - $4.17K
|
129
$82.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6- 0.97% |
$3.15K - $4.17K
|
612
$392K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-7Closed |
$3.68K - $4.86K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-7- 0.16% |
$3.68K - $4.86K
|
4.45K
$2.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 1.14% |
$4.2K - $5.56K
|
692
$443K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-8- 0.61% |
$4.2K - $5.56K
|
1.31K
$841K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8- 0.71% |
$4.2K - $5.56K
|
1.11K
$711K
|